Ann Marie Turner

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-08-03
IL	RA	APPROVED	2026-07-20
VA	RA	APPROVED	2023-10-16
TN	RA	APPROVED	2023-02-14

IN RA
APPROVED

Since 2026-08-03
IL RA
APPROVED

Since 2026-07-20
VA RA
APPROVED

Since 2023-10-16
TN RA
APPROVED

Since 2023-02-14

Branch Locations

Gray, TN • United States

1 Music Circle North Suite 400, Nashville, TN 37203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfs Investments Inc.	Chattanooga	TN	03/2021	10/2021
Symmetry	Swannanoa	NC	06/2020	11/2020
Homemaker	Johnson City	TN	03/2020	05/2020
Sykes	Vansant	VA	10/2018	02/2020
Providence Academy	Johnson City	TN	03/2011	09/2018
Primerica Financial Services	Chattanooga	TN	12/2020	08/2021
W&S Brokerage Services	Cincinnati	OH	11/2021	05/2022
Western & Southern Life	Kingsport	TN	11/2021	05/2022
Valic Financial Advisors, Inc.	Brentwood	TN	07/2022	Present
Agia	Houston	TX	02/2023	Present

03/2021 → 10/2021

Pfs Investments Inc.

Chattanooga, TN
06/2020 → 11/2020

Symmetry

Swannanoa, NC
03/2020 → 05/2020

Homemaker

Johnson City, TN
10/2018 → 02/2020

Sykes

Vansant, VA
03/2011 → 09/2018

Providence Academy

Johnson City, TN
12/2020 → 08/2021

Primerica Financial Services

Chattanooga, TN
11/2021 → 05/2022

W&S Brokerage Services

Cincinnati, OH
11/2021 → 05/2022

Western & Southern Life

Kingsport, TN
07/2022 → Present

Valic Financial Advisors, Inc.

Brentwood, TN
02/2023 → Present

Agia

Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/13/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-03
S63	Uniform Securities Agent State Law Examination	2021-05-31

S66 Uniform Combined State Law Examination

2023-02-03
S63 Uniform Securities Agent State Law Examination

2021-05-31

Other Names

Ann Marie Gulledge
Ann Marie Turner
Ann Turner

View on SEC IAPD